www.wattmaster.com USB-Link Technical Guide USB-Link Code: SS0070
Table of Contents General Information... 3 USB-Link Overview...3 System Requirements...3 Quick Guide... 4 Connection and Wiring... 5 USB-Link Driver Installation Instructions for Windows XP... 6 USB-Link Driver Installation Instructions for Windows Vista & 7... 8 Finding the COM Port Number... 9 Prism II Setup Instructions... 10 Communication Settings and LED Descriptions... 12 USB-Link Communication Settings...12 USB-Link LED Descriptions...12 Troubleshooting... 13 Troubleshooting Tips...13 Troubleshooting the USB Drivers for Windows XP...14 Changing the USB COM Port Number...15 Verifying CommLink II, CommLink III, and MiniLink EPROM Software Versions...16 WattMaster Controls, Inc. 8500 NW River Park Drive Parkville, MO 64152 Toll Free Phone: 866-918-1100 PH: (816) 505-1100 FAX: (816) 505-1101 E-mail: mail@wattmaster.com Visit our website at www.wattmaster.com Form: WM-USBLNK-TGD-01D June 2011 WattMaster Controls, Inc. Windows XP, Vista, and Windows 7 are registered trademarks of Microsoft Corporation. WattMaster Controls, Inc. assumes no responsibility for errors or omissions. This document is subject to change without notice.
General Information USB-Link Overview The USB-Link (OE366) is a portable device that is used as an interface to connect your computer to WattMaster controllers without the need for a CommLink. The USB-Link provides a direct link to enable you to view the status and configure and adjust the setpoints of any controller on the control system communications loop using Prism II graphical front end computer software. The USB-Link is small in size and is powered by the USB port of the computer it is plugged into, making it completely portable and allowing connection to the system from any controller. The USB-Link is supplied with a USB cable, a mini-din male communication cable, and two mini-din to terminal adapters. The communication cable allows you to walk up to any controller that has a communication socket and plug in the USB-Link to gain access to the system. The adapters are used for boards that do not have a female mini-din plug connection. CAUTION: The USB-Link will not work with Prism software. It will only work with Prism II software. System Requirements To enable the USB-Link to work with Prism II, you will need: USB-Link with USB cable, mini-din male communication cable, and adapters for terminal and modular connections (cables and adapters provided) USB drivers on CD-ROM (supplied with USB-Link but also downloadable from any of our websites) PC with USB 1.1 or 2.0 port (supplied by others) Microsoft Windows XP, Vista, or 7 Figure 1: Top, Front, and Bottom Views of the USB-Link Prism II software (supplied with USB-Link but also downloadable from any of our websites) Networked Systems Only CommLink(s) with software v3.15 or later and/or Mini Link(s) with software v3.14 or later. Please note: If these devices contain earlier software versions, you will need to order updated EPROMs from WattMaster. See Troubleshooting on page 16 for further instructions. Revised 1/24/11 3
Quick Guide Important Notes Quick Guide for Windows Vista & 7 Follow the included USB-Link driver installation instructions. Make sure you follow the appropriate directions for your Windows version - Windows XP directions are different from Windows Vista. Follow the connection and wiring instructions (Figure 2 on page 5) to connect and configure the USB-Link. Follow the five steps below to get your USB-Link up and running in no time. Step 1: Step 2: Set your USB-Link s communication switch to Stand Alone or Network. See Figure 3 on page 12. Install the USB drivers from the included CD-ROM onto your computer. If you use your USB-Link on a network and after installation you cannot view all controllers, you may need an EPROM upgrade in your CommLink(s) and/ or MiniLink(s). See Troubleshooting in the back of this guide on page 16 for further instructions. Familiarize yourself with all system components and review all documentation. Pay special attention to Cautions, Notes, and Warnings since these may keep you from experiencing unnecessary problems. If you encounter any problems, please refer to the Troubleshooting section of this guide first. If you can t resolve the problem, please call WattMaster Technical Support at our toll free number 1-866-918-1100. Step 3: Step 4: Step 5: Attach the USB cable to your USB-Link and plug the other end of the cable into your computer s USB port. See Figure 2 on page 5. Attach the communication cable to your USB-Link and connect the other end of the cable to the Controller s communication port. See Figure 2 on page 5. Install the included Prism II software on your computer. Quick Guide for Windows XP Follow the five steps below to get your USB-Link up and running in no time. Step 1: Step 2: Step 3: Step 4: Step 5: Set your USB-Link s communication switch to Stand Alone or Network. See Figure 3 on page 12. Attach the USB cable to your USB-Link and plug the other end of the cable into your computer s USB port. See Figure 2 on page 5. Attach the communication cable to your USB-Link and connect the other end of the cable to the Controller s communication port. See Figure 2 on page 5. Install the USB drivers located on the included CD-ROM. Install the included Prism II software on your computer. 4 Revised 1/24/11
Connection and Wiring Figure 2: USB-Link Connection & Wiring 5
USB-Link Driver Installation for Windows XP USB Serial Converter Driver Installation for Windows XP 5. The next window that appears will ask, What do you want the wizard to do? Select Install from a list or specific location (Advanced) as shown below and click <Next>. CAUTION: You must use the drivers on the CD-ROM supplied with the USB-Link. NOTE: If for any reason you cancel out of the New Hardware Wizard before installing the USB drivers or if you receive an error message during installation, the drivers will not be installed. You must then install the drivers using the directions in the XP Troubleshooting Section on page 14. 1. Plug the USB cable attached to the USB-Link into your computer s USB port. 2. Insert the USB Drivers CD-ROM into your CD-ROM drive. 3. A message should pop up from the toolbar that reads, Found New Hardware. Click on the Found New Hardware Wizard application from the toolbar. 6. In the next window that appears, select the radio button in front of the option Search for the best driver in these locations. Uncheck the box that reads, Search removable media and instead check the box Include this location in the search: 4. The window that appears will ask the question, Can Windows connect to Windows Update to search for software? as shown below. Select No, not this time and click <Next>. 7. Click <Browse> and locate the drive that your CD-ROM is located on. Click <Next>. 6
USB-Link USB Driver Installation for Windows XP 8. Highlight the Win98_Win_2000_WinXP directory by clicking on it and then click <OK>. 10. While the files are downloading, a Hardware Installation Window might pop up as shown below. Click <Continue Anyway>. 9. The screen will now state, Please wait while the wizard installs the software... 11. The wizard will then finish installing the software. 12. Once the wizard is done, click <Finish>. USB Serial Port Driver Installation for Windows XP 1. Once the USB Serial Converter software is installed, the Found New Hardware Wizard will appear again to download the USB Serial Port software. 2. Follow steps 1 though 7 of the previously described USB Serial Converter Installation instructions. 3. Click <Finish> when the wizard is done downloading the software. 4. Windows XP requires you to restart your computer before the new settings will take effect. 5. Continue with the next section Finding What COM Port Number the USB-Link is Using on page 9. Revised 6/14/11 7
USB Driver Installation For Windows Vista & 7 USB Serial Converter and Serial Port Driver Installation for Windows Vista & 7 3. The WattMaster USB Driver Installation Window will appear. 1. Insert the USB Drivers CD-ROM into your CD-ROM drive or download the USB Drivers file from www.orioncontrols.com/software-new.html. If using the CD-ROM, go to Step 2. If downloading the file, click on the USB Driver Setup.zip file to unzip the file and then go to Step 3. 2. Double-click on the Vista/Win_7 folder. 4. If you wish to change the Destination Folder, click <Browse> and change the location. Click <Install> to install the software. Then, open the WattMaster USB Driver folder in the temp directory on your hard drive or the new location if you changed the destination folder. 5. Double-click USBInstaller.exe. Double-click on USB Driver Setup.exe. 6. Then click the <Begin Install> button. 7. The installation program will walk you through the rest of the steps. The program might prompt you to remove old USB drivers from your computer. Click <Yes> if so. Once installation is complete, you will need to reboot your computer to have the new settings take effect. 8. With successful USB driver installation, you can now connect your USB device. 9. Follow the procedures on page 9 to verify the Comm Port. 8 Revised 6/14/11
Finding the COM Port Number Finding What COM Port Number the USB-Link is Using 3. Click on the plus sign next to Ports to see all of the COM ports. 1. Left-click on <Start>, located on the bottom left of the Windows toolbar. Select <Control Panel>. Double-click the <System> icon. 2. Click the <Hardware> tab. Click the <Device Manager> button. 4. Locate the USB Serial Port (COM#). The COM# in parentheses is the port it is located on. Write this COM port number down. You will need to know this when setting up the Prism II software. 5. If the COM port number is 10 or greater, go to Changing the USB COM Port Number in the Troubleshooting section on page 15; otherwise, continue with the section Prism II Setup on page 10. 9
Prism II Setup Instructions Configuring Prism II for the USB-Link 7. In the Serial Port field, click on the pull down box and select the COM port number that the USB-Link is using. 1. Insert your Prism II software CD and follow the prompts to install the software. 2. The software installation will install the Prism II icon on your desktop. Click on this icon to open your Prism II software. 3. Click the <Login> button and type in your level 3 passcode (default is 9288 ). Click <OK>. 8. In the Type of CommLink selection box, select the radio button next to USB Link. 4. If Prism II is online, click the <ON LINE> button to make it go <OFFLINE>. 5. Click the <Job-Site> button to open the Job Sites Window. 9. In the Network Configuration selection box, select the mode for the USB-Link you are using. If using stand alone mode, select USB Link Stand Alone. If using network mode, select USB Link Network. The position of the slide switch on the USB-Link must also be set to the mode you are using (See Figure 3 on page 12 for help in setting this switch). 6. Click on any empty location in the Job-Site Selection Window and type in a job name in the Selected Location field. Press <Enter>. Your job site name will now appear in the Job-Site Selection Window. 10. Click <Exit> to close out of the Job Sites Window. 11. Click the <OFFLINE> button to go <ON LINE>. 10
Prism II Setup Instructions 12. From the <Communications> menu on the main toolbar, select <Search for Units>. 16. If Units Found on this Loop stays at zero, check the wiring to the USB-Link and the controller and/or read through these directions again to make sure all steps were followed. Refer to the Troubleshooting Section in the back of this guide for further help. 17. To stop a search, click <Cancel Search>. 18. Once you are done searching for units, close out of the window or click <Exit>. 19. A window will pop up that asks, Do you want to save the search results? Click <Yes> if you wish to save the results. Click <No> if not. 13. The Search For Units Window will appear. If you haven t performed a previous search, the Loop Selection field will read 01 and the Current Unit will read 00. You can perform a selective search by entering the loop number you would like to search and checking Search ONLY the Selected Loop. The Check Unit Maps box will already be checked. Do not deselect this box. Deselecting it will cause the search not to work. 20. You can now access any installed unit from the Main Prism II Screen by selecting a loop from the Loop Selection Window with a single-mouse click and selecting the unit from the Unit Selection Window with a double-mouse click. 14. Click <Start Search> to initiate an automatic detection of all installed controllers on your system. 15. If everything is working correctly, Units Found on this Loop should increment. You will also see green boxes indicating units that have been found. 11
Communication Settings and LED Descriptions Figure 3: USB-Link Communication Switch and LEDs USB-Link Communication Settings The communication switch for stand alone or network mode is found to the left of the LEDs. See Figure 3 above. To set the communication switch, insert a pen tip to move the switch up or down. USB-Link LED Descriptions RS-485 - Indicates communication activity between the USB-Link and the controller(s) that the USB-Link is connected to. When both the T and R LEDs are flashing, data is being exchanged. NOTE: Whenever you change the communication setting on the USB-Link, you must cycle the power to the USB-Link by disconnecting and reconnecting the USB power supply cable. USB - Indicates communication activity between the USB-Link and the computer that the USB-Link is connected to. The T and R LEDs will flash only when data is sent from Prism II to the USB- Link via USB. Stand Alone - No MiniLink or CommLink - The slide switch on the USB-Link should be set to Stand Alone when you are trying to talk to a stand alone controller or multiple controllers on a loop without a CommLink or a MiniLink wired to the communications loop. Network - MiniLink or CommLink connection - The slide switch on the USB-Link should be set to Network any time there is a CommLink or MiniLink wired to the communications loop. 12
Troubleshooting Troubleshooting Tips Problems with Prism II Software Verify that the correct USB serial port created by the USB connection is selected in the Job Sites Window. Verify the COM port number in <Control Panel>, <System>,<Hardware>,<Device Manager>, <Ports>. Verify that USB Link is selected for Type of CommLink in the Job Sites Window. Verify that the correct USB Link mode is selected under Network Configuration in the Job Sites Window. Problems with USB Connection Verify that the USB LEDs blink when you perform a Search for Units or try to open a status screen in Prism II. Problems with RS-485 Wiring Make sure T connects to T, R to R, and Shld to Shld if multiple boards are wired together on a loop. Make sure that the USB-Link mini-din communication cable is plugged into a controller or wired to the local side of the loop. Problems Viewing Controllers on a Network Make sure that in Prism II, USB Link Network is selected under Network Configuration in the Job Sites Window. Make sure that EPROM chips in CommLink II and III are version 3.15 or later and in MiniLinks are version 3.14 or later. NOTE: WattMaster Controls Technical Support cannot troubleshoot internal PC and/or Windows -based operating system problems. If the USB LEDs fail to blink, disconnect and reconnect the USB connection. If the problem persists, check that the USB drivers have been installed properly 13
Troubleshooting the USB Drivers for Windows XP Troubleshooting the USB Drivers for Windows XP If the Found New Hardware Window did not appear when you plugged in your USB-Link or if you canceled out of the installation procedure for any reason, you will have to follow these instructions to install the USB drivers. 1. Plug the USB cable attached to the USB-Link into your computer s USB port. 2. Click <Start>, click <Control Panel>, and then doubleclick <System>. The System Properties Window will appear. Click the <Hardware> tab and then click <Device Manager>. 4. Right-click on USB Serial Port and then click <Update Driver>. The Hardware Update Window will appear. 5. In response to the question, Can Windows search for software? click the radio button, No, not at this time and then click <Next>. Insert your USB Drivers CD-ROM into your CD-ROM drive. And then click the radio button, Install from a list or specific location and click <Next>. 6. The screen will now display the message, Search for driver software in this location: If the location is correct, click <Next> and go to step 8. If not, click <Browse>. 7. Select the CD-ROM location from the list of folders and then click <OK>. 8. A message will appear that states, Please wait while the wizard installs the software... 3. The Device Manager Window will appear. In this window, look for an exclamation point in the categories, Other devices, Ports, or Universal Serial Bus controllers. Click the item containing the exclamation point. 9. When the installation is complete, the window below will appear. Click <Finish>. 14
Troubleshooting the COM Port Number Changing the USB COM Port Number When the USB-Link is first plugged in, it will be assigned a COM port number to be used for communicating with the Prism II software. If the port number is 10 or greater, it needs to be changed to a value less than 10 to be recognized by Prism II. 4. To assign a port number less than 10, click on <Advanced>. The Advanced Settings Window will appear. 1. Click <Start>, click <Control Panel>, click <System>, click the <Hardware> tab, and then click <Device Manager> to get to the Device Manager Window. 2. Click on the plus sign next to Ports to see all of the COM ports. 5. In the COM Port Number drop box, select which COM port you wish to use. Make sure you select a COM port number that is not currently in use (you can see the ports in use in the Device Manager Window). Select a port that is less than 10. NOTE: Windows will assign a port number to every device that has ever been installed on your computer. So if there are no available ports below 10, choose a port number less than 10 for a device listed that you know you are not currently using. 3. Right-click on USB Serial Port (COM#) and select <Properties>. In the Properties Window, select the <Port Settings> tab. 6. Once you select the correct COM port number, click <OK> and close any windows opened in the process of changing the port number. Make note of this number because you will need it for your Prism setup. 15
Troubleshooting EPROM Software Verifying CommLink II, CommLink III, and MiniLink EPROM Software Versions In order to view controllers with the USB-Link on a networked system, the CommLink II and III must have version 3.15 software or later installed and the MiniLink must have version 3.14 software or later installed. Please follow the directions to determine the current software version. NOTE: If you purchased your CommLink II, III, or MiniLink after January 1, 2007, there is no reason to check the software version nor is it necessary to check the software version of a CommLink IV. 16
Troubleshooting EPROM Software 17
Notes 18
Notes 19
Form: WM-USBLNK-TGD-01D Printed in the USA June 2011 All rights reserved. Copyright 2011 WattMaster Controls, Inc. 8500 NW River Park Drive Parkville, MO 64152 Phone (816) 505-1100 www.wattmaster.com Fax (816) 505-1101